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FinaMetrica and PlanPlus merge!

In a classic case of one plus one equalling three, two of the leading purveyors of wealth management advice tools have joined forces to create an industry powerhouse.

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What Does Investment Suitability Look Like?

What Does Investment Suitability Look Like?

Wednesday, August 09, 2017
View in iTunes
Investment suitability is often not a clear-cut concept, with no agreed definitions and a lot of subjective judgements brought to bear. This podcast explores what suitability looks like around the world.